The 2026 Agenda is Coming Soon...

The full agenda for the 2026 Private Client Exchange UK will be revealed soon. In the meantime, you can view the 2025 agenda to get a sense of the discussions, from profound insights, expert-led discussions, and dynamic networking opportunities. Attendees can expect thought-provoking sessions on key issues affecting the private wealth sector, all led by world-renowned advisors and industry leaders.

Check back soon for the final agenda

Monday, November 24, 2025
12:30 PM - 1:45 PM
 
1:45 PM - 2:45 PM
 
2:45 PM - 3:45 PM

There is a mystique about conducting which starts from the essence of a conductor’s role: to be at the heart of creating meaningful musical performances … without making a sound. In this session, Alastair Levy will draw on his initial career as an orchestral and operatic conductor – and his subsequent work as a government advisor, management consultant and executive coach – share his research on lessons for today’s leaders from outstanding conductors, and explore the relevance of these lessons to the interpersonal dynamics and collaboration that underpin the success of professional-services firms and their private clients. 

3:45 PM - 4:10 PM
 
4:10 PM - 5:00 PM

Explore the complex legal and practical challenges that arise when secret children and undisclosed trusts come to light. This session covers key issues in identifying and managing secret trusts, navigating disputes, and protecting family interests with sensitivity and precision.

5:00 PM - 5:30 PM

Over mulled wine and mince pies, join us for a lively look at the latest litigation trends shaping today’s legal landscape. We’ll unpack emerging cases, highlight key rulings, and explore where the courts are headed next - offering quick insights to help you better navigate the legal landscape. Stay sharp and informed as we break down the courtroom trends and challenges that matter most.

7:00 PM - 8:00 PM
 
8:00 PM - 10:00 PM
 
Tuesday, November 25, 2025
10:00 AM - 10:10 AM
 
10:10 AM - 11:00 AM

Recent case law and emerging practice reflect a shift in how courts and practitioners are approaching the removal of co-trustees. A notable trend is the use of innovative mechanisms, such as removing a trustee without immediately appointing a replacement. There is also increasing acceptance of non-traditional solutions, including court-supervised structures and applications to remove trustees without substitution. This session will offer practical guidance on navigating these developments, with a focus on creative, flexible, and legally robust strategies for resolving trustee disputes.

11:00 AM - 11:50 AM

This session will explore tips and traps in advising trustees and beneficiaries. 

11:50 AM - 12:40 PM

In the private client world, we are often mistaken for the emotional support that a person needs in a moment of vulnerability - whether that be grief, divorce, or familial breakdown. How do we best support clients who, after all, we may have known for years, while maintaining our own sanity?

12:40 PM - 12:45 PM
 
12:45 PM - 2:00 PM
 

Join Us for an Unforgettable Experience

Don’t miss your chance to engage with industry leaders and gain invaluable insights at the Private Client Exchange UK 2026. Register now to secure your spot and be part of this prestigious event.

Interested in Joining the Private Client Global Elite?

If you’re a leading private client lawyer and would like to be part of our exclusive global community, we’d love to hear from you. Complete the form below, and a member of our team will be in touch to discuss membership and how you can get involved in the Private Client Exchange UK 2026.